Private Advisory Group’s WisdomTree International Equity Fund DWM Stock Holding History

Private Advisory Group’s Portfolio DWM Stock Details DWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-31,049	Closed	-$1.73M	–	108
2017 Q4	$1.73M	Buy	31,049 +1,583	+5%	+$87.1K	0.93%	38
2017 Q3	$1.6M	Buy	29,466 +1,976	+7%	+$105K	0.95%	37
2017 Q2	$1.43M	Buy	+27,490	New	+$1.42M	0.85%	40

Other funds holding DWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Private Advisory Group's DWM Position: Q1 2018 in Review

Private Advisory Group sold out of WisdomTree International Equity Fund (DWM) in Q1 2018, closing a stake of 31,049 shares — an estimated $1.73M sold.

Private Advisory Group first reported a position in DWM in Q2 2017 and held it in 3 quarters. The position peaked at $1.73M in Q4 2017. 118 funds tracked by Wall St. Rank hold DWM as of Q1 2018.

Private Advisory Group reported no remaining WisdomTree International Equity Fund position as of Q1 2018 after selling out during the quarter.
Private Advisory Group sold 31,049 WisdomTree International Equity Fund shares in Q1 2018, an estimated $1.73M.
Private Advisory Group first reported a position in WisdomTree International Equity Fund in Q2 2017 and held it in 3 quarters.
Private Advisory Group's WisdomTree International Equity Fund position peaked at $1.73M in Q4 2017.
118 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2018.

Based on Private Advisory Group's 13F filing for Q1 2018, filed 1 May 2018.